Our Services

SMSF’s are a unique and often complicated vehicle and specialist advice is a must. SMSF’s can be highly beneficial for some people in their long term financial life.

Is a SMSF right for you? We’ll review your current financial situation, your anticipated earnings and tax liabilities and your retirement goals to provide definitive advice on the best way forward, then help you set up and manage your SMSF for optimal results.

We're not owned by a large financial institution so we compare products across the spectrum for the best solution for each client.

In addition to Adam, we have professional associations with highly experienced SMSF accountants, auditors, lenders and technicians to bring you unparalleled service and expertise in this area.

Contact us now to take the first step towards a better financial future with an SMSF.

Insurance solutions and advice to take the risk out of doing business

Only approximately 9% of business clients have a buy/sell agreement. If you are in business with others you need to know how things will work if there is a forced or voluntary exit. Mondy Financial Services will help you work through this process to make sure all possibilities are covered.

We help you with:

Buy/Sell Agreements

Exit Agreements

Business Expenses Insurance

Key Person Insurance

We're not owned by a large financial institution so we compare products across the spectrum for the best solution for each client.

Retirement Planning can start anytime – but the sooner the better

What sort of lifestyle do you want to live after you retire? Now is the time to take control of that future by actively planning for a comfortable retirement – one that you can look forward to.

No matter what stage of life you’re at, there are many strategies for maximising your income, reducing tax and boosting savings. Mondy Financial Services will look at the most appropriate methods for your circumstances to improve your quality of life in retirement.

We're not owned by a large financial institution so we compare products across the spectrum for the best solution for each client.

Strategic financial planning is what we love to do.

How you manage your finances now will have a major effect on your quality of life in the future. By choosing us to help with your financial planning, you’re choosing to take control of your future, instead of leaving it to chance.

We analyse your complete financial life and tailor the most appropriate solution to help maximise your future outcomes. We're not owned by a large financial institution so we compare products across the spectrum for the best solution for each client.

Whatever your goals, and whatever your current financial situation, we’ll provide financial planning and investment advice to help you get there.

Contact us now to take the first step towards a better financial future.

What happens to you and your loved ones if the unthinkable happens?

At Mondy Financial Services we understand it’s human nature to avoid thinking about and planning for the unexpected. It’s often a deeply personal subject. We help you identify what’s important in your life and where the risk areas are, and what you’d like to happen when things don’t go as planned. We then find the most appropriate, cost effective solution to give you complete peace of mind.

We're not owned by a large financial institution so we compare products across the spectrum for the best solution for each client.

We will take the mystery out of aged care planning.

If you or a family member are moving to an aged care facility, Mondy Financial Services can help you choose the best solution for your needs. Aged Care can be a complicated area with many pitfalls if not negotiated correctly. We can help you negotiate bonds (if applicable) and calculate the potential costs associated with an aged care facility.

It’s often a difficult time and can be fraught with emotion. We understand this, and will work with you to make the process simple and understandable – with a better quality of life and financial outcome for all involved.

We research and recommend loans to suit your personal needs.

At Mondy Financial Services, we recognise that securing your home or business with a loan will be one of the biggest financial decisions you will make. We will research residential home and investment loans, as well as business and commercial finance, to provide you with definitive advice on the best option/s to suit your individual needs.

We're not owned by a large financial institution so we compare products across the spectrum for the best solution for each client.